Brookfield Asset Management and the big U.S. banks look very interesting.

Amid bank earnings season and simmering issues in commercial real estate, John O”Connell and Don Ritchie are busy analyzing various companies and their respective stocks.

That’s because a) that’s what they do for a living and b) the management leaders of Davis Rea Investment Counsel know from experience that the latest disruptions in the stock market have presented a lot of investment opportunities at potentially attractive prices.

In our ongoing conversation, other topics we delve into include why there will be more cracks in commercial real estate as pension funds, private equity and other investors will eventually have to value their assets at more realistic market levels.

We discuss how some retail investors have been sold real estate products that are not suitable for them, and revisit the so-called tech safety trade and whether it can withstand economic and earnings reality.


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Davis Rea CEO & President Talk Banking Turmoil & Recession Probabilities